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Diageo shares owned by Altium Wealth Management

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium Wealth Management investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Altium Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $666k 3.8k 174.12
2022-03-31 $601k 3.0k 203.11
2021-12-31 $535k 2.4k 220.07

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

Top funds holding Diageo

Canoe Financial
Bank of America Corporation
FMR
Orbis Allan Gray
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Markel Corporation
Massachusetts Financial Services
London Company
BlackRock
Confluence Investment Management
Jpmorgan Chase & Co
ClearBridge Advisors
Wellington Management Company

View all funds holding Diageo